Bonalta CRM — the vertically-native CRM built to convert

Managed service

Your AI workforce, managed end to end.

You operate. The agents do the reaching out.

Managed AI workers for the contact-heavy jobs your team can't keep up with.

Agents run on your Bonalta CRM, Voice, Connect, and Payments stack — answering, following up, quoting, and coordinating without you wiring automations. Bilingual from the first word, monitored around the clock, delivered done-for-you.

24/7

Bilingual coverage

6

Agent types available

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Median first response

Bonalta Agents

Six agents. One managed team.

Each agent is a named digital worker on your Bonalta suite — bilingual from the first word, monitored around the clock, delivered done-for-you.

  • 01 · Recepción

    Front Desk

    Answers every call, message, and form in English or Spanish, qualifies the lead, and books the appointment — before your front desk would have picked up.

    • 24/7 bilingual coverage
    • Books straight to your calendar
    • Runs on Bonalta Voice
  • 02 · Seguimiento

    Follow-Up & Recall

    Recovers no-shows, reactivates cold leads, and fills today's cancellation from the waitlist — the revenue already in your pipeline, recovered.

    • No-show recovery
    • Waitlist backfill
    • Recare on schedule
  • 03 · Coordinador

    Coordinator

    Walks the patient from consult to booked: financing options, pre-op instructions, package quotes, and deposits collected.

    • Financing & deposits
    • Pre-op instructions
    • Runs on CRM + Payments
  • 04 · Cotizaciones

    Quoting

    Takes the prospect's information, builds the quote, presents it, and stays on comparison-shopping until it closes.

    • Multi-option quoting
    • Comparison follow-through
    • Insurance & services
  • 05 · Reputación

    Reviews

    Requests the review at the right moment, routes unhappy patients to a private channel, and replies to public reviews in your voice — in both languages.

    • Timed review requests
    • Private issue routing
    • HIPAA-aware public replies
  • 06 · Asistente + Contenido

    Owner & Marketing

    An Assistant that triages the owner's inbox and preps the day, plus a Content agent that drafts and schedules bilingual social from a single brief.

    • Executive Assistant
    • Bilingual Content
    • Added as you grow

FAQ

Frequently asked.

  • How is Agents different from Bonalta AI?

    Bonalta AI is the orchestration layer inside the software suite. Agents is a managed service — we configure, monitor, and tune named digital workers for your vertical so your team doesn't have to build playbooks from scratch.

  • Do I need Bonalta Voice to use Agents?

    Front Desk and several follow-up agents run on Bonalta Voice, but you can start with CRM + Connect agents like Coordinator or Quoting. We'll recommend the right stack on a walkthrough.

  • Can Agents work alongside my front desk?

    Yes. Agents handle overflow, after-hours, and repetitive follow-up — then hand off to humans with full context when a person is the right move.

  • Is this HIPAA-aware?

    Agents inherit Bonalta Secure controls — encrypted records, access logging, and HIPAA-aware review flows for healthcare verticals.

Bonalta Agents

Ready to add an AI workforce without hiring?

Book an Agents walkthrough